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Mastercard

3,014 hedge funds and large institutions have $311B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,070 increasing their positions, 1,189 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
+214
Holders Change %
+7.64%
% of All Funds
44.18%
Holding in Top 10
310
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.91%
% of All Funds
4.54%
New
346
Increased
1,070
Reduced
1,189
Closed
97
Calls
$3.41B
Puts
$3.7B
Net Calls
-$292M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
1176
Global Trust Asset Management
Florida
$3.85M -$12.8K -30 -0.3%
CWM
1177
Calamos Wealth Management
Illinois
$3.83M +$38K +89 +1%
PJSIMP
1178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.83M -$23.2K -53 -0.6%
AT
1179
American Trust
Kentucky
$3.8M -$113K -264 -3%
PWCM
1180
Processus Wealth & Capital Management
Tennessee
$3.79M +$3.79M +8,893 New
CI
1181
Cigna Investments
Connecticut
$3.79M -$55.5K -130 -1%
OFA
1182
Oak Family Advisors
Illinois
$3.79M -$76.3K -179 -2%
WR
1183
WD Rutherford
Oregon
$3.78M -$50.6K -115 -1%
IWA
1184
Inspirion Wealth Advisors
Illinois
$3.78M +$6.33K +15 +0.2%
KWA
1185
Kingswood Wealth Advisors
California
$3.75M +$2.39M +5,593 +174%
GSB
1186
Greenfield Savings Bank
Massachusetts
$3.74M -$2.99K -7 -0.1%
NCGI
1187
Next Century Growth Investors
Minnesota
$3.73M -$93.8K -220 -2%
WCM
1188
Weik Capital Management
Pennsylvania
$3.73M -$72.9K -171 -2%
MCM
1189
McKinley Capital Management
Alaska
$3.73M -$127K -297 -3%
RCM
1190
RB Capital Management
Nevada
$3.72M +$100K +235 +3%
OCM
1191
Orser Capital Management
Texas
$3.72M -$5.12K -12 -0.1%
BTWM
1192
Baker Tilly Wealth Management
Wisconsin
$3.71M -$373K -874 -9%
EVM
1193
Evelyn V. Moreno
$3.71M -$6.92M -16,220 -65%
CI
1194
Ceera Investments
Texas
$3.7M
SAM
1195
Silvercrest Asset Management
New York
$3.69M +$278K +652 +8%
DWT
1196
Dorsey & Whitney Trust
South Dakota
$3.69M +$234K +548 +7%
MC
1197
Moors & Cabot
Massachusetts
$3.69M -$14.1K -33 -0.4%
SC
1198
Saturna Capital
Washington
$3.67M -$731K -1,713 -17%
CA
1199
Cornerstone Advisory
Maryland
$3.66M +$37.5K +88 +1%
FAN
1200
Financial Advisors Network
California
$3.63M +$427 +1 +0%